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BR

Benjamin Rainey

THE LEADERS GROUP
SUMMIT, NJ 07901
Some features on this profile are disabled
CRD#: 4527546
BR

Professional summary


Benjamin Rainey, who also goes by Ben Ward Rainey, Benjamin Ward Rainey, Ben Rainey, is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.

Benjamin is registered as a RR (Registered Representative) and started their career in finance in 2002. Benjamin has worked at 5 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Ben Ward Rainey | Benjamin Ward Rainey | Ben Rainey

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Benjamin Rainey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 18, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

September 17, 2020 - February 18, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
DENVER, CO
Past

March 29, 2006 - August 20, 2007

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
BROOMFIELD, CO
Past

March 29, 2006 - August 20, 2007

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
BROOMFIELD, CO
Past

October 5, 2004 - March 7, 2006

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
BROOMFIELD, CO
Past

October 5, 2004 - March 7, 2006

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

October 15, 2003 - August 4, 2004

COUNTRY TRUST BANK

RIA
CRD#: 109487
BOULDER, CO
Past

July 8, 2002 - August 4, 2004

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
BLOOMINGTON, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alaska
(2/18/2025)
RR
Colorado
(2/18/2025)
RR
Delaware
(2/18/2025)
RR
South Dakota
(2/18/2025)
RR
Texas
(3/25/2025)
RR
Utah
(8/26/2025)
RR
Wyoming
(2/18/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 1/13/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/14/2003
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 9/17/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TL
THE LEADERS GROUP, INC.
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP

CRD#: 37157 / SEC#: , 8-47639

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901
Phone number
(303) 797-9080
Established
Delaware since 07/14/1994
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMPLICITY FINANCIAL MARKETING HOLDINGS, INC.SHAREHOLDER
PETERS, ROBERT WILLIAMFINOP1704577
RILEY, ZORAH JANECHIEF COMPLIANCE OFFICER3015509
WICKERSHAM, SEAN DAVIDPRESIDENT4994630

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE LEADERS GROUP, INC.

CRD#: 37157Summit, NJ 07901

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